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Mint Ventures · 04-25 11:00
Dialogue with senior traders: How do you view the current US stocks and Bitcoin?This conversation explored some of Colin’s core insights and practical experiences in the trading process, including his framework understanding of the market and his operating logic in different market environments.
04-25 11:00 -
Mint Ventures · 04-08 10:01
Long-term national policy or negotiation tactic? How to understand Trump's "crazy tariffs"?As the creator of "uncertainty", Trump also does not want to face "uncertainty" before next year's midterm elections.
04-08 10:01 -
Mint Ventures · 04-03 20:00
How much do you know about on-chain security: How do ordinary people build a firewall for encrypted assets?This article covers everything from a specific security incident to some security principles that everyone needs to pay attention to, and then to the development scale of the entire industry.
04-03 20:00 -
Mint Ventures · 03-18 17:00
Let’s talk about STO again: What are the obstacles to the full implementation of the US stock chain?This article will explore the possibility, path and long-term impact of putting U.S. stocks on the blockchain.
03-18 17:00 -
Mint Ventures · 03-10 14:00
US stocks on the blockchain and STO: a hidden RWA narrativeIf progress goes smoothly, U.S. stocks will become the third largest category of RWA assets after stablecoins (USDT, USDC) and government bonds (Buidl).
03-10 14:00 -
Mint Ventures · 03-07 13:00
How to understand Trump’s strategic Bitcoin reserve: only saving but not buying?Although the general trend of Bitcoin entering national finance has been hindered, it is still advancing slowly. The key theme we need to pay attention to is still the advancement of the formal Federal Reserve Act and the advancement of Bitcoin reserve bills in various states.
03-07 13:00 -
Mint Ventures · 02-19 21:00
Ten thousand words conversation: In-depth discussion on on-chain data, is this cycle really over?Bull or bear, that is the question.
02-19 21:00 -
Mint Ventures · 01-02 15:31
Is Hyperliquid's valuation reasonable? A quick look at its product status and economic modelThis article aims to describe the current status of Hyperliquid’s development, analyze its economic model, and analyze the current valuation of HYPE, in order to give an answer to the question “Is HYPE expensive?”
01-02 15:31 -
Mint Ventures · 2024-12-18 19:00
Re-examining DeFi: The current status and future of the most mature track of Web3 business modelAs the crypto industry becomes more compliant in the United States, will they consider taking some blue-chip DeFi projects, such as Aave and Uni, as a merger or acquisition for these traditional financial companies, or at least as a potential equity investment target?
2024-12-18 19:00 -
Mint Ventures · 2024-12-13 12:00
Crypto+AI, is it still in its infancy or a bubble?“Compared to crypto-native narratives like DeFi and NFT or transformative narratives like GameFi, AI is an alien narrative.”
2024-12-13 12:00 -
Mint Ventures · 2024-12-02 20:00
Quietly Making a Fortune in the Solana Meme Craze, Is NFT Protocol Metaplex Underestimated?Contrary to the impression of most investors that "Metaplex is an NFT asset protocol", in fact, Metaplex is a basic protocol that serves all types of assets in the Solana ecosystem, and is a direct beneficiary of the Meme craze that has continued from the beginning of the year to the present.
2024-12-02 20:00 -
Mint Ventures · 2024-11-20 19:00
Taking Lido and Solayer as examples, let’s talk about the differences in the staking business models of Ethereum and SolanaIn terms of rental income of pledged assets, compared with the Ethereum network which currently only has security income, Solana's swQoS mechanism can bring additional leasing demand for transaction passability.
2024-11-20 19:00 -
Mint Ventures · 2024-11-04 14:00
Analysis of Ethena from a business perspective: After a 80% drop and a rebound, is ENA worth buying?Although many people call Ethena a highly representative innovative project in this round, its core business model is no different from other stablecoin projects. They all aim to raise funds for financial operations and make profits, and strive to promote the use scenarios and acceptance of their own bonds (stablecoins) to minimize their own fundraising costs.
2024-11-04 14:00 -
Mint Ventures · 2024-10-31 15:00
Investment experience shared by senior experts: How to deal with this round of Meme cycle?What comprehensive qualities should a powerful Meme player who can win from this?
2024-10-31 15:00
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